Agreement Sign Oca
Create signature request from any agreement. When full signed agreement will be moved automatically to defined stage attaching a copy of the signed document. Also a smart-button will be displayed on the agreement’s form view showing the linked Sign Requests.
Table of contents
Configuration
Go to company settings and set “Signed Agreements Stage”
Usage
Sign Request Creation Process
Navigate to an existing Agreement.
Click the “Request Signature” button to generate a new sign request.
From the new Sign Request, click the “Configure Document” smart button to set the position for signatures and other dynamic fields.
Once configured, return to the request and click the “Send” button.
After the document is fully signed, the related Agreement will be automatically moved to the stage defined in the company settings.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Contributors
-
Miquel Alzanillas
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
Current maintainer:
This module is part of the OCA/sign project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 maintainer
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